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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Kanegae is a financial advisor who has been active in the industry since 1999. Jeffrey is currently registered with Wells Fargo Advisors Financial Network, LLC, and has previous experience with Wells Fargo Clearing Services, LLC and Citigroup Global Markets Inc. Jeffrey has earned the Certified Financial Planner designation and holds several licenses including Series 7, Series 9, Series 10, Series 31, and Series 63 and 65. Jeffrey has a specialization in investment consulting services to institutional clients, financial planning, and portfolio management for businesses and individuals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CA
07/22/2021 - Present
Wells Fargo Advisors Financial Network, LLC (SANTA ANA CA)
CA
08/12/2005 - 07/22/2021
WELLS FARGO CLEARING SERVICES, LLC (LAGUNA BEACH CA)
NY
06/15/2000 - 08/18/2005
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NA
10/31/1991 - 10/13/1992
PRUDENTIAL SECURITIES INCORPORATED
IA
Issued 06/23/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/19/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/26/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/25/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/25/2016
Series 31 - Futures Managed Funds Examination
BC
Issued 06/14/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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